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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,835 | $48,078-73.3% | $78,676-83.7% | $62,881-79.6% |
| Participation rate | 81.3% | 65.2%+16.0pp | 73.6%+7.7pp | 69.3%+11.9pp |
| Annual return | 6.05% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,195 | $2,015-40.7% | $2,850-58.1% | $2,281-47.6% |
| Participant deferral / active EE | $1,426 | $2,587-44.9% | $3,517-59.5% | $3,203-55.5% |
| Admin fee / account holder | $1,262 | $3,206-60.6% | $4,510-72.0% | $4,296-70.6% |